BTO:NYE-John Hancock Financial Opportunities Fund (USD)

FUND | Asset Management | NYE

Last Closing Price

USD 34.89

Change

-0.39 (-1.11)%

Market Cap

USD 0.35B

Volume

0.06M

Avg Analyst Target

N/A

Avg User Target

USD
Average Analyst Rating

N/A

Fundamental Analysis

Verdict


John Hancock Financial Opportunities Fund (BTO) Stock Analysis:
Based on the John Hancock Financial Opportunities Fund stock forecasts from 0 analysts, the average analyst target price for John Hancock Financial Opportunities Fund is not available over the next 12 months. John Hancock Financial Opportunities Fund’s average analyst rating is not available. Stock Target Advisor’s own stock analysis of John Hancock Financial Opportunities Fund is Slightly Bullish , which is based on 4 positive signals and 3 negative signals. At the last closing, John Hancock Financial Opportunities Fund’s stock price was USD 34.89. John Hancock Financial Opportunities Fund’s stock price has changed by -1.94% over the past week, -12.78% over the past month and -15.07% over the last year.

No recent analyst target price found for John Hancock Financial Opportunities Fund
No recent average analyst rating found for John Hancock Financial Opportunities Fund

About

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-05-24 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BX The Blackstone Group Inc

-0.55 (-0.51%)

USD128.60B 14.67 N/A
BLK BlackRock Inc

+6.84 (+1.12%)

USD92.65B 15.36 10.53
BAM Brookfield Asset Management In..

-0.19 (-0.40%)

USD77.28B 19.21 8.61
KKR KKR & Co. Inc

-1.96 (-3.77%)

USD44.14B 11.18 5.04
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
BK The Bank of New York Mellon Co..

-0.34 (-0.76%)

USD36.09B 11.06 N/A
APO Apollo Global Management Inc

-1.64 (-2.97%)

USD33.13B 88.78 6.54
AMP Ameriprise Financial Inc

-2.41 (-0.92%)

USD28.91B 10.11 N/A
STT State Street Corporation

-1.06 (-1.52%)

USD24.77B 9.15 N/A
ARES Ares Management Corporation

-1.79 (-2.63%)

USD20.02B 33.18 17.52

ETFs Containing BTO

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -25.11% 19% F 24% F
Dividend Return 1.18% 8% F 54% F
Total Return -23.93% 15% F 24% F
Trailing 12 Months  
Capital Gain -13.21% 72% C- 45% F
Dividend Return 5.47% 39% F 77% C+
Total Return -7.74% 69% D+ 51% F
Trailing 5 Years  
Capital Gain 0.03% 86% B 45% F
Dividend Return 28.44% 43% F 85% B
Total Return 28.47% 78% C+ 55% F
Average Annual (5 Year Horizon)  
Capital Gain 9.74% 92% A- 63% D
Dividend Return 6.52% 52% F 89% B+
Total Return 16.25% 91% A- 73% C
Risk Return Profile  
Volatility (Standard Deviation) 43.56% 7% F 23% F
Risk Adjusted Return 37.31% 33% F 46% F
Market Capitalization 0.35B 56% F 34% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.